Client Executive, P&C
About The Position
As a majority employee-owned organization, our incredible team is committed to providing exceptional service, incorporating best practices, and providing access to tools and resources that keep our colleagues and employees educated, informed, and on a path that helps them find and own their edge. Our Core Values are lived in our business and our culture is fueled by them. Create a Great Experience Do the Right Thing Play for Each Other Pursue Growth Own Your Future The Client Executive is responsible for leading risk management strategies for existing relationships. They provide efficient, professional, and courteous service to clients in conjunction with Sales Executives, Client Managers and Account Managers. This position is a primary service contact for clients. You will contribute to your sales and advisory team by: Analyzing risk, coverage, program structure and recommending options; executing coverage and program changes Offering innovative solutions, educating clients on insurance solutions available in the marketplace and solving difficult risk issues Selling additional lines of P&C coverage and cross-selling with EB practice colleagues Leveraging insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed Working closely with service teams to review carrier proposals, analyze market summaries, and prepare renewal documents ensuring timeframes and deliverables are met Keeping current with carriers, strategic partners, products/services and applicable legislation Conducting risk management audits in conjunction with a client team. Ensuring timeframes and deliverables are met in the sales process. Transitioning new accounts to the client team seamlessly Performs other duties and special projects as assigned Acts as a backup to team personnel when necessary Maintains confidential information
Requirements
- Prior insurance sales experience in an agency setting
- Bachelor’s degree preferred
- Current Property & Casualty license, or the ability to attain within the first 60 days of employment
- Strong presentation skills with high energy and the ability to work independently as well as within a team
- Data gathering skills and an analytical thought process with a high level of problem-solving skills
- Exceptional written and verbal communication skills paired with above average knowledge of Microsoft Outlook, Word, Excel, and Access
Nice To Haves
- Love delivering a great client experience
- Have prior insurance sales and/or client executive experience in an agency, broker, or insurance company setting
- Have demonstrated technical consulting experience with a track record of high client retention marks
- Enjoy presenting to clients
- Can work independently, as well as within an advisory team
- Enjoy prioritizing multiple projects/tasks
- Can proactively and independently manage deadlines
- Are committed to professional growth and enjoy learning new skills
Responsibilities
- Analyzing risk, coverage, program structure and recommending options; executing coverage and program changes
- Offering innovative solutions, educating clients on insurance solutions available in the marketplace and solving difficult risk issues
- Selling additional lines of P&C coverage and cross-selling with EB practice colleagues
- Leveraging insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed
- Working closely with service teams to review carrier proposals, analyze market summaries, and prepare renewal documents ensuring timeframes and deliverables are met
- Keeping current with carriers, strategic partners, products/services and applicable legislation
- Conducting risk management audits in conjunction with a client team.
- Ensuring timeframes and deliverables are met in the sales process.
- Transitioning new accounts to the client team seamlessly
- Performs other duties and special projects as assigned
- Acts as a backup to team personnel when necessary
- Maintains confidential information
Benefits
- Majority Employee-Owned
- Business Insurance Top 100 U.S. Broker
- Designated as one of the Best Places to Work
- Locations in South Bend, IN, Fort Wayne, IN, Indianapolis, IN, Chicago, IL, Kalamazoo, MI, Phoenix, AZ, Tucson, AZ, Salt Lake City, UT
- A member of the Unison Risk Advisors platform of companies
- Comprehensive benefit offering available to choose from
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
